Client Relationship Specialist

As an employee of Cardinal Point Capital Management ULC, this position is centered on ensuring customer satisfaction, providing customer support, effective communication, utilizing analytical skills, and delivering exceptional client service on a daily basis.

Primary functions involve processing tasks with the firm’s custodial providers in Canada and the U.S. These responsibilities include:

• Manage, complete, and track account paperwork for multiple clients and custodians in both US and Canada.
• Manage cashiering including money transfer requests (transfers, wires, EFT, checks, etc.) for multiple clients and custodians in both US and Canada.
• Coordinate the onboarding of new clients and working with the client service team to collect data from the clients to support the investment needs for clients.
• Maintain client-related compliance policies and procedures to support the investment team and it’s strategy.
• Independently a...